RISE is excellent project management and CRM software to enhance productivity and customer satisfaction. You can easily manage your projects, clients, teams and many more in the same place. It includes everything to run your business effectively.
RISE – The Ultimate Project Manager & CRM
Are you tired of struggling to keep track of all your projects and clients? Do you wish there was a way to streamline your workflow and increase your productivity? Look no further than RISE, the ultimate project manager and CRM solution. In this article, we will take a deep dive into the features and benefits of RISE, and explore how it can help you take your business to the next level.
What is RISE?
RISE is a cloud-based software that combines project management and CRM functionality into one powerful platform. It was designed with small and medium-sized businesses in mind, with a focus on ease of use and scalability. Whether you’re a freelancer or a team leader, RISE can help you stay organized and on top of your game.
Features and Benefits of RISE
- Task Management: Create, assign, and track tasks for yourself and your team members. Set deadlines and receive notifications when tasks are due.
- Time Tracking: Track the time you spend on each task, and generate detailed reports for billing and project management purposes.
- Kanban Boards: Visualize your workflow with customizable kanban boards. Drag and drop tasks to move them through different stages of completion.
- Gantt Charts: Plan and schedule your projects with interactive Gantt charts. See how tasks and dependencies are connected, and adjust timelines as needed.
- File Management: Store and share files with your team members. Keep everything in one place and avoid version control issues.
- Contact Management: Keep track of all your clients and leads in one place. Organize them by tags and categories, and set reminders to follow up.
- Deal Management: Track your sales pipeline and see where each deal stands. Customize your stages and workflows to match your sales process.
- Email Marketing: Send targeted email campaigns to your contacts. Use customizable templates and automate your follow-up process.
- Reporting: Generate reports to track your sales performance and identify areas for improvement. See which deals are most profitable and which marketing channels are most effective.
- Google Workspace: Connect your RISE account with your Google Workspace account for seamless integration. Import contacts, tasks, and events from Google, and export data to Google Sheets.
- Zapier: Integrate RISE with hundreds of other apps through Zapier. Automate your workflow and save time on repetitive tasks.
- API: Use RISE’s REST API to build custom integrations with other software tools. Access your data and extend the functionality of RISE to meet your specific needs.
Add unlimited projects and tasks. Assign tasks to your team members, truck time spent on each project and tasks and send invoices to your customers. Setup milestones, see auto calculated project progression and meet the deadlines. Collaborate with your team members and get feedback from your clients.
Followup work progression more clearly. Assign tasks to your team members and monitor the statuses. Team members can comment and attach files on the tasks. Mention users in comments and get instant notifications. Easily create multiple tasks and clone similar tasks. Add check lists and labels for better understanding.
Create recurring tasks automatically on your scheduled days. If you need to do same kinds of tasks after every certain time, then set the recurring tasks. You can set the time duration as daily, weekly, monthly and yearly to create the tasks.
Create estimate request forms according to your services and get estimate requests from leads and your customers. It helps to get more projects and find potential clients.
Send estimates to your clients based on their estimate request or the service you provide for them. Send estimate email with pdf and get approval from your clients. Create projects from the estimates and convert the estimates into invoices.
Add your custom invoices and send email with attached invoice pdf to your clients. It supports different currency for different clients. Get records of your invoices and filter by different statuses.Set multiple taxes in the invoices. Change the invoice color and logo to match with your brand. Set custom footer in the pdf for additional information.
Set recurring invoices to auto generate monthly, yearly or different time periods invoices. Send the invoices automatically and reduce extra work.
It support online payments via Stripe, PayPal and Paytm. You can enable or disable the partial payments option. It generates payment confirmation notification and mark the invoice paid automatically.
Send good looking proposals to your customers and leads and get more work.
Do contracts with your customers and deliver hassle free work.
Manage your customers and the contacts of the customers. You can allow to register customers or add your customers manually. Get the detail information about contacts, projects, invoices, payments, estimates, estimate requests, support tickets, essential files, events and notes for each clients. You can allow your clients to use the client portal. Each clients will get individual dashboard to see their projects, invoices and other information. Let your clients followup the projects and get feedback instantly. Set permissions for the clients to limit their access.
Chat with customers
You can communicate with clients via messages and chat. Set the permissions that which team members can communicate with clients. See online status of your clients.
Chat with team members
Send direct messages to your team members. Create multiple conversations based on different topics. Reduce waiting time for feedback and make project management more faster.
Manage potential customers and followup their status. Auto collect leads form public estimate request. Add notes, files and events, easily convert leads into customer with all existing information.
Let your clients to create support tickets and get notifications by web and email. Auto generate tickets from customer emails. Assign tickets to team members, reply comments with attachment. Mange customer support in one place.
Track all your expenses and get projects and team members cost overview. Check expenses of different categories and compare income vs expenses. See income expenses chart of different time periods.
Create knowledge base articles for you clients and mange custom support more efficiently. Create different categories for knowledge base and let the customers solve their problems without asking for support.
Create internal knowledge base for your team members. Add different articles for different types of rules and information. Only team members can access the help articles.
Add your team members and set different roles for different members. Manage their accounts and get overall information at a place. All team members can access their dashboard based on their permissions.
Create your personal events list and share events with team members and clients. Integrate google calendar and stay synced. See upcoming events in dashboard.
Store your private notes and attach files. Add useful tags with notes and find easily. Create public notes for projects and let access to the project members.
Create announcements for your team members and clients and publish on their dashboard. It helps to inform about any notice easily with others.
Share ideas and documents with your team members. Add essential links and news to improve your team growth.
Manage attendance of your team members by the time cards. You can set IP restrictions for time cards access so that team member can’t log the time from outside of office.
Manage your team members leave applications. Check total numbers of leave taken by each team members. Add different leave categories. Approve or reject leave applications. Set supervisors for different team or team members.
Personal todo list
Create your personal todo list and manage your work more efficiently. Don’t forget to do any important task and stay focused on daily work. Each team members and clients can add their personal todo list.
Get notifications for all important actions including task creation, comments, tickets, messaging etc. There are 2 types of notification. You can get the notification in the application and also in email.You can enable or disable all notifications and set who’ll get which notifications.
Get real time notifications in your browser using pusher.
Add extra layer of security by adding google reCaptcha in all login forms.
Integrate google drive
You can use google drive as a alternative storage. All files you upload using the application will be stored in google drive.
Add multiple dashboard using many predefined widgets. There are different types of useful widgets which you can use for your different types of dashboards. Design your own dashboard layout by drag & drop the widgets. Add your custom widgets. It supports to include third party embedded widgets like as weather widget.
Enable/disable the modules according to your needs. There are lots of features and you may will not be interested to use all of them. You can easily disable the unnecessary features.
Multi language support
Translate the application to multiple languages by changing single file. Check the sample files for the translation in GitHub.
Get the details about team members activities in different projects. Monitor everything what your team members doing and stay up to date.
Custom email templates
Update all email templates and add your custom design and content. Easily change the text from editor or full source code.
Add custom fields with clients, Clients, contacts, leads, projects, tasks, team members, tickets, invoices, events, expenses and estimates and save more information according to your need.
Add your custom css and change the design. Use different color pattern or copy any color plate to make your own.
Installation is very simple and you can install the updates with a single click from Settings>Updates page.
RISE build by Codeigniter 4. It’s fast and easy to use. All UI designed to give you a quick navigation. We described a few of RISE here. There are many more in the demo…
Please send an email from the Support page for any issues, questions or suggestions. To save time and get quick feedback, please don’t ask for support in comments section.
The demo gets reset every 6 hours.
Important: Before upgrade, please keep a backup of your database and follow the instructions on Settings>Updates page.
Version 3.3 – 3 September, 2022
[Added] Add new option in project clone. [Added] Include search by custom fields in server side tables. [Added] Two new role permission settings for projects. [Added] Send button for chat mobile view. [Added] Show task checklist completed count on kanban view. [Updated] Bootstrap to latest version. [Updated] Codeigniter to latest version. [Updated] Move RTL settings in language file. [Updated] Show only own tasks in timesheet timelog add/edit modal. [Updated] Stripe API to latest version. [Fixed] Error on task details modal. [Fixed] In project, don't show the save and continue button when logged in as client. [Fixed] Recently move to Done filter in tasks. [Fixed] Ticket template edit/delete is not working for team members. [Fixed] Added protection for some XSS issues. [Fixed] Activity log encoding problem. [Fixed] Currency conversion is not working in income expenses chart. [Fixed] Bug in sub task. [Fixed] Custom fields in invoices list export. [Fixed] Tickets last activity sort is not working in projects.
Version 3.2.2 – 23 June, 2022
[Fixed] Bug on timesheet edit [Fixed] Mini left menu design issue [Fixed] Large text issue on proposal and contract [Fixed] Invoice overview widget currency format not working
Version 3.2.1 – 16 June, 2022
[Fixed] Default language is not working [Fixed] Error in team members left menu [Fixed] Task status order is incorrect in the tasks overview widget [Fixed] Income vs expenses widget tool tip [Fixed] Timesheet total is incorrect
Is RISE suitable for small businesses?
Yes, RISE was designed with small and medium-sized businesses in mind, with a focus on ease of use and affordability.
Can I customize RISE to fit my specific business needs?
Yes, RISE offers customizable workflows and integrations, and its API allows for further customization.
Can I use RISE on mobile devices?
Yes, RISE is fully mobile-responsive and can be accessed on any device with an internet connection.
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